Retirement plan

EMPLOYEE BENEFIT PLAN OF ADDICTION SERVICES COUNCIL

Name: ADDICTION SERVICES COUNCIL - EMPLOYEE BENEFIT PLAN OF ADDICTION SERVICES COUNCIL (2017) Form 5500
Creator: ADDICTION SERVICES COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ADDICTION SERVICES COUNCIL, ADDICTION SERVICES COUNCIL

ADDICTION SERVICES COUNCILEIN 31-6059934Plan #002PY 2017

2828 VERNON PL - CINCINNATI, OH 452192414513-281-7880addictionservicescouncil.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#003Retirement-$4K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$930K

+22.1% from 2016

Total participants

+7.4% from 2016

Average account balance

$19,374

+14.5% from 2016

Annual return

11.41%

+4.46 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$894K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2410

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F3D2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$330 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.242%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$19,374

$84,236-77.0%

$170,435-88.6%

$70,126-72.4%

Participation rate

71.4%

70.8%+0.6pp

83.6%-12.2pp

69.5%+1.9pp

Annual return

11.41%

23.06%-11.7pp

205.94%-194.5pp

73.15%-61.7pp

Employer contribution / active EE

$1,663

$3,387-50.9%

$5,432-69.4%

$2,343-29.0%

Participant deferral / active EE

$985

$3,086-68.1%

$4,939-80.1%

$3,332-70.4%

Admin fee / account holder

$241

$5,698-95.8%

$13,881-98.3%

$4,645-94.8%

EMPLOYEE BENEFIT PLAN OF ADDICTION SERVICES COUNCIL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ADDICTION SERVICES COUNCIL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion